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LPERX vs SMCWX
LPERX vs SMCWX Comparison
Open Charts LPERX vs SMCWX
ALPS Global Opportunity R
Price$4.50
Change+$0.01 (+0.22%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World A
Price$68.37
Change+$0.19 (+0.28%)
VolumeN/A
CapitalizationN/A
LPERX vs SMCWX Comparison Chart
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LPERX vs. SMCWX commentary
Dec 27, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LPERX is a StrongBuy and SMCWX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 74.6B vs. LPERX (65.7M). LPERX pays higher dividends than SMCWX: LPERX (7.20) vs SMCWX (0.61). LPERX was incepted earlier than SMCWX: LPERX (17 years) vs SMCWX (35 years). SMCWX is a more actively managed with annual turnover of: 29.00 vs. LPERX (21.00). LPERX has a lower initial minimum investment than SMCWX: LPERX (0) vs SMCWX (250). LPERX annual gain was more profitable for investors over the last year : 11.94 vs. SMCWX (3.16). SMCWX return over 5 years is better than : 17.35 vs. LPERX (15.14).
| LPERX | SMCWX | LPERX / SMCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 35 years | - |
| Gain YTD | 12.426 | 3.816 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.7M | 74.6B | 0% |
| Annual Yield % from dividends | 7.20 | 0.61 | 1,172% |
| Returns for 1 year | 11.94 | 3.16 | 378% |
| Returns for 3 years | 2.38 | -13.47 | -18% |
| Returns for 5 years | 15.14 | 17.35 | 87% |
| Returns for 10 years | 52.35 | 52.05 | 101% |